BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,613 $328K 0.01% -3,706 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,593 $326K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,583 $325K <0.01% -106 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,580 $324K 0.13% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,574 $324K 0.26% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,570 $323K 0.08% +9 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,543 $319K 0.07% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,518 $316K 0.02% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,452 $308K 0.01% -640 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,434 $306K 0.23% -2,870 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,430 $305K 0.18% +240 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,410 $303K <0.01% new 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,355 $296K 0.02% +374 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 2,317 $291K <0.01% 0 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,315 $291K <0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,299 $289K 0.03% -329 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,282 $286K 0.02% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,270 $285K 0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,238 $281K 0.03% -512 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,216 $279K 0.14% +56 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,204 $277K <0.01% -125 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,172 $273K 0.01% +88 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,029 $255K 0.03% +1,811 13F-HR/A Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,009 $253K <0.01% -265 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,006 $252K 0.27% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,005 $252K <0.01% new 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,945 $244K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,915 $241K 0.01% -295 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,910 $240K 0.06% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,893 $238K <0.01% +36 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 1,881 $236K <0.01% +57 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 1,855 $233K 0.1% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,854 $233K 0.03% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,838 $231K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,833 $230K <0.01% -607 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,812 $228K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,786 $224K 0.01% +1,441 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,781 $224K <0.01% -150 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,780 $224K 0.06% -70 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,754 $220K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,734 $218K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,725 $217K 0.03% +100 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,719 $216K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,712 $215K 0.07% new 13F-HR/A Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 1,700 $214K <0.01% -200 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,671 $210K 0.03% +695 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,603 $201K 0.04% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,601 $201K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,594 $200K 0.12% -158 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,591 $200K <0.01% +212 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,550 $195K 0.03% +31 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,408 $177K 0.01% +305 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,312 $165K <0.01% +683 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 1,062 $133K 0.01% -188 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,057 $133K <0.01% +161 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,056 $133K <0.01% +722 13F-HR/A Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,000 $126K <0.01% 0 13F-HR Timeline Group CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,000 $126K 0.11% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $126K 0.01% 0 13F-HR/A Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 965 $121K 0.02% -327 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 924 $116K 0.08% -3 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 919 $116K <0.01% +233 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 844 $106K 0.07% +766 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 768 $96.5K 0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 732 $92K <0.01% +376 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 710 $89.2K <0.01% +310 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 604 $75.9K <0.01% +126 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 600 $75.3K <0.01% +253 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 517 $65K 0.01% +108 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 492 $61.8K <0.01% -66 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 483 $60.7K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 433 $54.4K <0.01% +48 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 400 $50K <0.01% -31 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 390 $49K <0.01% -1,005 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 342 $43K 0.02% +316 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 328 $41.2K <0.01% +165 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 292 $39.9K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 305 $38.3K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 299 $37.6K 0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 268 $34K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 243 $30.5K 0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 242 $30.4K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 210 $26.4K <0.01% -341 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 200 $25.1K <0.01% -206 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 182 $22.9K <0.01% +38 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 182 $22.9K 0.02% -111 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 146 $18.4K <0.01% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 126 $16.2K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 125 $15.7K <0.01% -5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 118 $14.8K <0.01% -76 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 112 $14.1K <0.01% +93 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100 $12.6K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 100 $12.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 97 $12.2K <0.01% +38 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 90 $11.3K <0.01% -62 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 88 $11.1K <0.01% -39 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 86 $10.8K <0.01% +58 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 83 $10.4K <0.01% +10 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 83 $10.4K <0.01% -100 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 86 $10K <0.01% +41 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 74 $9.3K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 70 $8.8K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 68 $8.7K <0.01% +63 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 68 $8.7K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 57 $7.16K <0.01% +18 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 56 $7.04K <0.01% -24 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $6.79K <0.01% +42 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 53 $6.66K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $5.91K <0.01% +17 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 46 $5.78K <0.01% -13 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 46 $5.78K <0.01% +19 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 45 $5.66K <0.01% +44 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 40 $5.03K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 39 $4.9K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 36 $4.53K <0.01% -40 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 36 $4.53K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 35 $4.4K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 34 $4.27K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 33 $4.15K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 32 $4.02K <0.01% +2 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 30 $3.77K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 27 $3.39K <0.01% +3 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 27 $3.39K <0.01% -24 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 26 $3.27K <0.01% -17 13F-HR/A Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 25 $3.14K <0.01% -19 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 21 $2.64K <0.01% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 21 $2.64K <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 19 $2.39K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 19 $2.39K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 17 $2.14K <0.01% +5 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 17 $2.14K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 17 $2.14K <0.01% +10 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 16 $2.05K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 22 $2K <0.01% +2 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $1.89K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 15 $1.89K <0.01% -32 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 14 $1.76K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 14 $1.76K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14 $1.73K <0.01% +5 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13 $1.63K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.51K <0.01% +4 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 12 $1.51K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11 $1.38K <0.01% -24 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 10 $1.26K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9 $1.13K <0.01% -12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9 $1.13K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $1.01K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $1K <0.01% -8 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4 $1K <0.01% -19 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 6 $755 <0.01% -1 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 6 $755 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6 $754 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $642 <0.01% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5 $629 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $628 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 4 $503 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $503 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4 $503 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $502 <0.01% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 3 $385 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $378 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $377 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $252 <0.01% -1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $252 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $251 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $126 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $126 <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $126 <0.01% -1 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $126 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.